Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 41 |
| 1 month | -0.017 | 0 | 25 |
| 3 months | -0.051 | 0 | 56 |
| 1 year | 0.096 | 0 | 26 |
| 3 years | 0.071 | 0 | 38 |
| 5 years | 0.075 | 0 | 37 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.165 | — |
| 2023 | 0.107 | — |
| 2022 | -0.114 | — |
| 2021 | 0.116 | — |
| 2020 | 0.071 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.067 | 0.014 | 0.055 | 0.021 |
| 2023 | 0.050 | 0.011 | -0.025 | 0.069 |
| 2022 | -0.040 | -0.116 | -0.017 | 0.061 |
| 2021 | 0.022 | 0.045 | 0.000 | 0.045 |
| 2020 | -0.130 | 0.115 | 0.036 | 0.066 |
| 2019 | 0.010 | 0.035 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.071 |
| 5 years | 0.075 |